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            <div class="introduction">
                <p>You can use the Iteration Task Backlog workbook to plan and track the progress of work
                    for each iteration, also known as a sprint. This workbook calculates the team capacity
                    and burndown based on the estimated and remaining effort defined for tasks. The
                    default workbooks provide five worksheets that you can use to plan the work, calculate
                    team capacity, and visualize the burndown for the iteration. You can create additional
                    workbooks as needed to support additional iterations. </p>
                <div class="alert">
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                        <tr>
                            <th align="left">
                                <img class="note" alt="Note" title="Note" src="../icons/alert_note.gif" /><b>Note
                                </b></th>
                        </tr>
                        <tr>
                            <td>
                                <p>The Iteration Task Backlog workbook is stored on the server that hosts SharePoint Products
                                    for your team project. If a project portal has not been enabled for your team project,
                                    you cannot access the workbook. For more information, see <span sdata="link"><a href="http://msdn.microsoft.com/library/644ee4b7-3653-4943-9809-3d14d4d79c48">
                                        Access a Team Project Portal and Process Guidance</a></span>.</p>
                                <p>Also, when you open the workbook for the first time, you must enable macros by clicking
                                    <span class="ui">Options</span> next to the <span class="ui">Security Warning</span>. 
                                    To modify the contents, you must click <span class="ui">Edit Workbook</span> next
                                    to <span class="ui">Server Workbook</span>. For more information, see <span sdata="link">
                                        <a href="WorkbooksGovDev.html">Workbooks (GovDev)</a></span>.</p>
                                <p>If your team project was created before the release of Visual Studio Application
                                    Lifecycle Management (ALM), you will have to perform upgrade tasks so that your
                                    team project can use the Iteration Task Backlog workbook. For more information, see <span
                                        sdata="link"><a href="http://msdn.microsoft.com/library/36c68c04-76d0-4cd0-b466-442eb4eab2a8">
                                            Adding Workbooks to Team Projects</a></span>. </p>
                            </td>
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                <div class="caption"></div>
                <div class="tableSection">
                    <table width="50%" cellspacing="2" cellpadding="5" frame="lhs">
                        <tr>
                            <td>
                                <p><span class="label">In this topic</span> </p>
                                <ul>
                                    <li>
                                        <p><a href="#Manage">Managing the Iteration Task Backlog</a></p>
                                    </li>
                                    <li>
                                        <p><a href="#Create">Creating Iteration-Specific Workbooks</a></p>
                                    </li>
                                    <li>
                                        <p><a href="#EstimateTasks">Estimating and Assigning Tasks</a></p>
                                    </li>
                                    <li>
                                        <p><a href="#Plan">Planning an Iteration</a></p>
                                        <ul>
                                            <li>
                                                <p><a href="#Schedule">Scheduling the Iteration</a></p>
                                            </li>
                                            <li>
                                                <p><a href="#Interruptions">Accounting for Holidays and Planned Interruptions</a>
                                                </p>
                                            </li>
                                            <li>
                                                <p><a href="#Capacity">Determining Team Capacity</a></p>
                                            </li>
                                            <li>
                                                <p><a href="#Burndown">Visualizing the Burndown</a></p>
                                            </li>
                                        </ul>
                                    </li>
                                    <li>
                                        <p><a href="#Track">Tracking the Progress of the Iteration</a></p>
                                    </li>
                                    <li>
                                        <p><a href="#Add">Adding Use Cases and Tasks to the Backlog</a></p>
                                    </li>
                                    <li>
                                        <p><a href="#AdditionalResources">Additional Resources for Managing the Iteration Backlog
                                            </a></p>
                                    </li>
                                </ul>
                            </td>
                            <td>
                                <p><span class="label">Open the Iteration Task Backlog workbook from the Shared Documents
                                    folder in Team Explorer:</span> </p>
                                <img alt="Opening the Iteration Task Backlog workbook" src="../art/ProcGuid_IterationBacklog_Workbook.png" />
                            </td>
                        </tr>
                    </table>
                </div>
                <p><span class="label">Required Permissions</span> </p>
                <p>To view a team query or open a workbook, you must be assigned or belong to a group
                    that has been assigned <span class="ui">Read </span> permissions for the team query
                    folder for the team project. To modify a query, you must be assigned or belong to
                    a group that has been assigned <span class="ui">Contribute </span> or <span class="ui">
                        Full Control </span> permissions for the team query. For more information, see
                    <span sdata="link"><a href="http://msdn.microsoft.com/library/682f0eb0-462d-41e2-b6a2-41949d1b90fb">
                        Organize and Set Permissions on Work Item Queries</a></span>.</p>
                <p>To create or modify use cases or tasks by using the workbook, you must be a member
                    of the <span class="ui">Contributors </span> group or your <span class="ui">View work
                        items in this node </span> and <span class="ui">Edit work items in this node</span> 
                    permissions must be set to <span class="ui">Allow</span>. For more information,
                    see <span sdata="link"><a href="http://msdn.microsoft.com/library/39997de5-b7fb-4777-b779-07de0543abe6">
                        Team Foundation Server Permissions</a></span>.</p>
            </div>
            <a name="Manage" />
            <h1 class="heading"><span onclick="ExpandCollapse(sectionToggle0)" style="cursor: default;"
                onkeypress="ExpandCollapse_CheckKey(sectionToggle0, event)" tabindex="0">
                <img id="sectionToggle0" class="toggle" name="toggleSwitch" src="../icons/collapse_all.gif" />Managing
                the Iteration Task Backlog</span> </h1>
            <div id="sectionSection0" class="section" name="collapseableSection" style="">
                <p>You can use the Iteration Task Backlog workbook to determine team capacity and estimate
                    the burndown for an iteration. This workbook provides five worksheets as the following
                    illustration shows.</p>
                <img alt="Iteration Task Backlog worksheet" src="../art/ProcGuid_IterationBacklog1_Wrkbk.png" /><p>
                    You use the worksheets in the following ways:</p>
                <ul>
                    <li>
                        <p><span class="label">Iteration Task Backlog</span>: Verify that all tasks are assigned
                            to use cases. Review and assign levels of effort to each task. Assign tasks to
                            iterations. </p>
                        <p>The Iteration Task Backlog worksheet references the Iteration Task Backlog team query, which
                            is configured to display all use cases and linked tasks that are defined for
                            the team project. </p>
                        <div class="alert">
                            <table width="100%" cellspacing="0" cellpadding="0">
                                <tr>
                                    <th align="left">
                                        <img class="note" alt="Important note" title="Important note" src="../icons/alert_caution.gif" /><b>Important
                                        </b></th>
                                </tr>
                                <tr>
                                    <td>
                                        <p>If you have added tasks but have not linked them to a use case with the child link
                                            type, they will not appear in the iteration task backlog.</p>
                                    </td>
                                </tr>
                            </table>
                        </div>
                        <p>Within the workbook, you can filter the use cases based on product area. In addition,
                            you can perform the following actions:</p>
                        <ul>
                            <li>
                                <p><a href="#Add">Adding Use Cases and Tasks to the Backlog</a></p>
                            </li>
                        </ul>
                    </li>
                    <li>
                        <p><span class="label">Settings</span>: Schedule the iteration, and set the area and
                            iteration filters for the iteration. </p>
                        <img alt="Settings worksheet" src="../art/ProcGuid_IterationBacklogSettings_Wrkbk.png" />
                    </li>
                    <li>
                        <p><span class="label">Interruptions</span>: Specify holidays or other dates when no
                            work will be performed for the team and for individual team members.</p>
                        <img alt="Interruptions worksheet" src="../art/ProcGuid_IterationBacklog)Interruptions_Wrkbk.png" />
                    </li>
                    <li>
                        <p><span class="label">Capacity</span>: Balance workload across the team. </p>
                        <img alt="Capacity worksheet" src="../art/ProcGuid_IterationBacklog_Capacity_Wrkbk.png" />
                    </li>
                    <li>
                        <p><span class="label">Burndown</span>: Estimate when the iteration will end, based
                            on start dates for the iteration.</p>
                        <img alt="Burndown worksheet" src="../art/ProcGuid_IterationBacklog_Burndown_Wrkbk.png" />
                    </li>
                </ul>
            </div>
            <a name="Create" />
            <h1 class="heading"><span onclick="ExpandCollapse(sectionToggle1)" style="cursor: default;"
                onkeypress="ExpandCollapse_CheckKey(sectionToggle1, event)" tabindex="0">
                <img id="sectionToggle1" class="toggle" name="toggleSwitch" src="../icons/collapse_all.gif" />Creating
                Iteration-Specific Workbooks</span> </h1>
            <div id="sectionSection1" class="section" name="collapseableSection" style="">
                <p>After you define the iterations for a product release, you can create iteration-specific
                    workbooks. For more information about how to define iterations, see <span sdata="link">
                        <a href="http://msdn.microsoft.com/library/6b0d2df4-c638-4637-af93-86db64ca73ab">Create
                            and Modify Areas and Iterations</a></span>.</p>
                <p>You create iteration-specific workbooks by performing the following actions:</p>
                <ul>
                    <li>
                        <p>Create an iteration-specific query.</p>
                    </li>
                    <li>
                        <p>Save a copy of the Iteration Task Backlog workbook.</p>
                    </li>
                    <li>
                        <p>Configure the Iteration Task Backlog worksheet to refresh data from its iteration-specific
                            query. </p>
                    </li>
                    <li>
                        <p>Customize the remaining worksheets in the workbook as <a href="#Plan">Planning an
                            Iteration</a> describes later in this topic.</p>
                    </li>
                </ul>
                <h3 class="procedureSubHeading">To create an iteration-specific query</h3>
                <div class="subSection">
                    <ol>
                        <li>
                            <p>Open Team Explorer, and expand your team project node.</p>
                        </li>
                        <li>
                            <p>Expand the <span class="ui">Work Items</span> node, expand <span class="ui">Team Queries
                                </span>, and expand <span class="ui">Workbook Queries</span>.</p>
                        </li>
                        <li>
                            <p>Right-click <span class="ui">Iteration Task Backlog</span>, and then click
                                <img alt="Copy" src="../art/Icon_copyWIT.gif" />
                                <span class="ui">Copy</span>.</p>
                        </li>
                        <li>
                            <p>Right-click <span class="ui">Workbook Queries</span>, and then click
                                <img alt="Paste" src="../art/Icon_pasteWIT.gif" />
                                <span class="ui">Paste</span>.</p>
                        </li>
                        <li>
                            <p>In the <span class="ui">Specify new query item name</span> dialog box, type or modify
                                the name of the query to correspond to the name of the iteration that you are defining,
                                and then click <span class="ui">OK</span>. </p>
                        </li>
                        <li>
                            <p>Right-click the query that you just created and named, and then click
                                <img alt="Edit query" src="../art/WITIconEditQuery.gif" />
                                <span class="ui">Edit Query</span>. </p>
                            <p>The Query Editor opens in a new tab. </p>
                        </li>
                        <li>
                            <p>Click <span class="ui">Click here to add a new clause</span>, and then click <span
                                class="ui">And</span>. </p>
                        </li>
                        <li>
                            <p>In the <span class="ui">Field</span> list, click <span class="ui">Iteration Path</span>.</p>
                        </li>
                        <li>
                            <p>In the <span class="ui">Operator</span> list, click <span class="ui">Under</span>.
                            </p>
                        </li>
                        <li>
                            <p>In the <span class="ui">Value</span> list, click the iteration that you want to use.
                            </p>
                        </li>
                        <li>
                            <p>Click
                                <img alt="Run Query" src="../art/Icon_runQuery.gif" />
                                <span class="ui">Run Query</span>. </p>
                            <p>Verify that the results match your expectations.</p>
                        </li>
                        <li>
                            <p>Click
                                <img alt="Save" src="../art/Icon_saveWIT.gif" />
                                <span class="ui">Save Query</span>. </p>
                        </li>
                    </ol>
                </div>
                <h3 class="procedureSubHeading">To save a copy of the Iteration Task Backlog workbook
                </h3>
                <div class="subSection">
                    <ol>
                        <li>
                            <p>Open Team Explorer, and expand your team project node.</p>
                        </li>
                        <li>
                            <p>Expand the <span class="ui">Documents</span> node, expand <span class="ui">Shared
                                Documents</span>, and expand <span class="ui">Iteration 1</span>.</p>
                        </li>
                        <li>
                            <p>Right-click <span class="ui">Iteration Task Backlog.xlsm</span>, and then click
                                <img alt="Copy" src="../art/Icon_copyWIT.gif" />
                                <span class="ui">Copy</span>.</p>
                        </li>
                        <li>
                            <p>Right-click the folder to which you want to copy the workbook, and then click
                                <img alt="Paste" src="../art/Icon_pasteWIT.gif" />
                                <span class="ui">Paste</span>.</p>
                            <div class="alert">
                                <table width="100%" cellspacing="0" cellpadding="0">
                                    <tr>
                                        <th align="left">
                                            <img class="note" alt="Note" title="Note" src="../icons/alert_note.gif" /><b>Note
                                            </b></th>
                                    </tr>
                                    <tr>
                                        <td>
                                            <p>You can drag the workbook to any folder under the <span class="ui">Shared Documents
                                                </span> node. </p>
                                        </td>
                                    </tr>
                                </table>
                            </div>
                        </li>
                        <li>
                            <p>Right-click the copied workbook, and then click <span class="ui">Rename</span>.
                            </p>
                        </li>
                        <li>
                            <p>Type the name of the iteration-specific workbook, and then press ENTER.</p>
                        </li>
                    </ol>
                </div>
                <h3 class="procedureSubHeading">To configure the Iteration Task Backlog worksheet to refresh
                    data from the iteration-specific query</h3>
                <div class="subSection">
                    <ol>
                        <li>
                            <p>Open Team Explorer, and expand your team project node.</p>
                        </li>
                        <li>
                            <p>Right-click the iteration-specific workbook that you want to configure, and then
                                click
                                <img alt="Open Work Item" src="../art/Icon_openWorkItem.gif" 
                                    style="height: 28px" />
                                <span class="ui">Open</span>.</p>
                        </li>
                        <li>
                            <p>In the <span class="ui">File Download</span> dialog box, click <span class="ui">OK
                                </span>.</p>
                            <p>The workbook opens in Office Excel. Macros are automatically disabled. At the top
                                of the workbook, the notices in the following illustration appear.</p>
                            <img alt="Security and server Excel notices" src="../art/ProcGuid_Workbook_Notices.png" />
                        </li>
                        <li>
                            <p>Click <span class="ui">Options</span>. </p>
                        </li>
                        <li>
                            <p>In the <span class="ui">Microsoft Office Security Options</span> dialog box, under
                                <span class="ui">Macros</span>, click <span class="ui">Enable this content</span>, and then click <span class="ui">OK</span>.</p>
                        </li>
                        <li>
                            <p>Click <span class="ui">Edit Workbook</span>. </p>
                        </li>
                        <li>
                            <p>On the <span class="ui">Team</span> tab in Office Excel, in the <span class="ui">Work
                                Items</span> group, click <span class="ui">Configure</span>, click <span class="ui">List
                                </span>, and then click the ellipsis (<span class="ui">…</span> ).</p>
                        </li>
                        <li>
                            <p>In the <span class="ui">Refresh from query</span> list, find the iteration-specific
                                query that you created earlier, click that query, and then click <span class="ui">Apply
                                </span>.</p>
                            <p>The worksheet will update to list the work items that are found by the iteration-specific
                                query that you selected. This process might take a few minutes.</p>
                        </li>
                        <li>
                            <p>Review the worksheet to make sure that the use cases and tasks that are listed meet
                                your expectations. </p>
                        </li>
                        <li>
                            <p>Click
                                <img alt="Save" src="../art/Icon_saveWIT.gif" />. </p>
                            <p>The workbook is saved to your team project portal site.</p>
                        </li>
                    </ol>
                </div>
            </div>
            <a name="EstimateTasks" />
            <h1 class="heading"><span onclick="ExpandCollapse(sectionToggle2)" style="cursor: default;"
                onkeypress="ExpandCollapse_CheckKey(sectionToggle2, event)" tabindex="0">
                <img id="sectionToggle2" class="toggle" name="toggleSwitch" src="../icons/collapse_all.gif" />Estimating
                and Assigning Task Effort</span> </h1>
            <div id="sectionSection2" class="section" name="collapseableSection" style="">
                <p>The Iteration Task Backlog workbook contains the set of use cases and associated tasks
                    that the team plans to implement for a specific iteration. The team estimates the
                    level of effort that each task will require. Each team member signs up for the tasks
                    to which they can commit, based on their skill set and workload. For more information,
                    see <span sdata="link"><a href="SprintPlanningMeeting.html">Sprint Planning Meeting</a>
                    </span>.</p>
                <h3 class="procedureSubHeading">To estimate task effort and assign tasks</h3>
                <div class="subSection">
                    <ol>
                        <li>
                            <p>In the Iteration Task Backlog workbook, click the <span class="ui">Iteration Task Backlog</span> 
                                worksheet.</p>
                        </li>
                        <li>
                            <p>If you have opened a workbook that you have saved to your local computer, on the
                                <span class="ui">Team</span> tab, in the <span class="ui">Work Items</span> group,
                                click <span class="ui">Refresh</span>.</p>
                            <p>This step helps make sure that the list of use cases and tasks contains the most
                                current information.</p>
                        </li>
                        <li>
                            <p>(Optional) To filter the list of use cases based on product area, click the
                                <img alt="Down arrow" src="../art/WIT_DownArrow.gif" />
                                down arrow next to <span class="ui">Area</span>, and then click the check box next
                                to each product area that you want to include. </p>
                        </li>
                        <li>
                            <p>Review the tasks that are assigned to each use case, and define additional tasks
                                if necessary. </p>
                            <p>For more information, see <a href="#Add">Adding Use Cases and Tasks to the Backlog</a>later in this topic.</p>
                        </li>
                        <li>
                            <p>In each task, verify that <span class="ui">Remaining Work </span> and<span class="ui">
                                Completed Work</span> contain values.</p>
                            <div class="alert">
                                <table width="100%" cellspacing="0" cellpadding="0">
                                    <tr>
                                        <th align="left">
                                            <img class="note" alt="Note" title="Note" src="../icons/alert_note.gif" /><b>Note
                                            </b></th>
                                    </tr>
                                    <tr>
                                        <td>
                                            <p>Use the Excel editing features to change the values for multiple cells. For more
                                                information about how to modify cells in a worksheet, see topics about how to enter
                                                and edit data in the Office Excel Help.</p>
                                        </td>
                                    </tr>
                                </table>
                            </div>
                            <p>Update the following fields for each task as needed: </p>
                            <div class="caption"></div>
                            <div class="tableSection">
                                <table width="50%" cellspacing="2" cellpadding="5" frame="lhs">
                                    <tr>
                                        <th>
                                            <p><span class="label">Field Name</span> </p>
                                        </th>
                                        <th>
                                            <p><span class="label">Description</span> </p>
                                        </th>
                                    </tr>
                                    <tr>
                                        <td>
                                            <p><span class="ui">Activity</span> </p>
                                        </td>
                                        <td>
                                            <p>The type of activity that is required to perform a task.</p>
                                        </td>
                                    </tr>
                                    <tr>
                                        <td>
                                            <p><span class="ui">Remaining Work</span> </p>
                                        </td>
                                        <td>
                                            <p>The number of hours of work that must be spent to complete a task.</p>
                                        </td>
                                    </tr>
                                    <tr>
                                        <td>
                                            <p><span class="ui">Completed Work</span> </p>
                                        </td>
                                        <td>
                                            <p>The number of hours of work that have already been spent to complete a task.</p>
                                        </td>
                                    </tr>
                                    <tr>
                                        <td>
                                            <p><span class="ui">Assigned To</span> </p>
                                        </td>
                                        <td>
                                            <p>The name of the team member who commits to complete the task.</p>
                                        </td>
                                    </tr>
                                </table>
                            </div>
                            <div class="alert">
                                <table width="100%" cellspacing="0" cellpadding="0">
                                    <tr>
                                        <th align="left">
                                            <img class="note" alt="Important note" title="Important note" src="../icons/alert_caution.gif" /><b>Important
                                            </b></th>
                                    </tr>
                                    <tr>
                                        <td>
                                            <p>If you subdivide a task into subtasks, specify hours for the subtasks only. In Team
                                                Foundation reports, hours that you define for the subtask are rolled up as summary
                                                values for the parent task and the use case. If you assign hours in both places,
                                                hours will be counted twice in those reports that track hours. For information about
                                                how to correct this condition, see <span sdata="link"><a href="http://msdn.microsoft.com/library/09e8e02d-9ecb-4012-9ee0-cebb89372096">
                                                    Address Inaccuracies Published for Summary Values</a></span>.</p>
                                        </td>
                                    </tr>
                                </table>
                            </div>
                        </li>
                        <li>
                            <p>On the <span class="ui">Team</span> tab, in the <span class="ui">Work Items</span> 
                                group, click <span class="ui">Publish</span>.</p>
                            <div class="alert">
                                <table width="100%" cellspacing="0" cellpadding="0">
                                    <tr>
                                        <th align="left">
                                            <img class="note" alt="Note" title="Note" src="../icons/alert_note.gif" /><b>Note
                                            </b></th>
                                    </tr>
                                    <tr>
                                        <td>
                                            <p>You can use the undo feature in Excel to undo recent changes that you made to work
                                                items before you publish the changes. </p>
                                        </td>
                                    </tr>
                                </table>
                            </div>
                            <p>For more information, see <span sdata="link"><a href="http://msdn.microsoft.com/library/b4456d9b-9754-4e15-aa66-045b172aa3bd">
                                Publish Work Items in Office Excel</a></span>. </p>
                        </li>
                        <li>
                            <p>Click
                                <img alt="Save" src="../art/Icon_saveWIT.gif" />. </p>
                        </li>
                    </ol>
                </div>
            </div>
            <a name="Plan" />
            <h1 class="heading"><span onclick="ExpandCollapse(sectionToggle3)" style="cursor: default;"
                onkeypress="ExpandCollapse_CheckKey(sectionToggle3, event)" tabindex="0">
                <img id="sectionToggle3" class="toggle" name="toggleSwitch" src="../icons/collapse_all.gif" />Planning
                an Iteration</span> </h1>
            <div id="sectionSection3" class="section" name="collapseableSection" style="">
                <p>Before you plan an iteration, you might want to review the product backlog and make
                    sure that the iteration that is assigned to each use case meets your planning
                    expectations. For more information, see <span sdata="link"><a href="UseCasePlanningWorkbook.html">
                        Use Case Planning Workbook</a></span>.</p>
                <p>When you plan an iteration, you should iteratively perform the following steps until
                    the plan meets your team's objectives and capacity:</p>
                <ul>
                    <li>
                        <p><a href="#Schedule">Scheduling the Iteration</a></p>
                    </li>
                    <li>
                        <p><a href="#Interruptions">Accounting for Holidays and Planned Interruptions</a>
                        </p>
                    </li>
                    <li>
                        <p><a href="#Capacity">Determining Team Capacity</a></p>
                    </li>
                    <li>
                        <p><a href="#Burndown">Visualizing the Burndown</a></p>
                    </li>
                </ul>
                <a name="Schedule" />
                <h3 class="subHeading">Scheduling the Iteration</h3>
                <div class="subsection">
                    <p>To schedule the iteration, you specify the filters that are applicable for the iteration
                        and define the start and end date for the iteration. This step provides the data
                        that is necessary to calculate team capacity and burndown.</p>
                    <h3 class="procedureSubHeading">To schedule the iteration</h3>
                    <div class="subSection">
                        <ol>
                            <li>
                                <p>In the Iteration Task Backlog workbook, click the <span class="ui">Settings</span> worksheet.
                                </p>
                            </li>
                            <li>
                                <p>(optional) Click the
                                    <img alt="Down arrow" src="../art/WIT_DownArrow.gif" />
                                    down arrow in the cell next to <span class="ui">Area</span>, and then click the
                                    product area that you want to include.</p>
                            </li>
                            <li>
                                <p>Click the
                                    <img alt="Down arrow" src="../art/WIT_DownArrow.gif" />
                                    down arrow in the cell next to <span class="ui">Iteration</span>, and then click
                                    the iteration that you want to include.</p>
                            </li>
                            <li>
                                <p>Click the cell next to <span class="ui">Start Date</span>, and type the calendar
                                    date for the start of the iteration.</p>
                                <p>The date format should be month/day/year (for example, 8/2/2009).</p>
                            </li>
                            <li>
                                <p>Click the cell next to <span class="ui">End Date</span>, and type the calendar date
                                    for the end of the iteration. </p>
                            </li>
                        </ol>
                    </div>
                </div>
                <a name="Interruptions" />
                <h3 class="subHeading">Accounting for Holidays and Planned Interruptions</h3>
                <div class="subsection">
                    <p>You can use the Interruptions worksheet to specify days when no work will be performed,
                        either by the team or a team member. The number of days that are calculated for
                        the iteration is updated on the <span class="ui">Settings</span> worksheet to reflect
                        these interruptions.</p>
                    <h3 class="procedureSubHeading">To account for holidays or planned work interruptions
                    </h3>
                    <div class="subSection">
                        <ol>
                            <li>
                                <p>In the Iteration Task Backlog workbook, click the <span class="ui">Interruptions</span> 
                                    worksheet.</p>
                            </li>
                            <li>
                                <p>Under <span class="ui">Planned Interruptions</span>, for each team member that has
                                    planned vacation days or work interruption days, perform the following steps:
                                </p>
                                <ol>
                                    <li>
                                        <p>Click a cell under the Team Member column, and then click the name of the team member.
                                        </p>
                                    </li>
                                    <li>
                                        <p>Fill out the <span class="ui">Description</span>, <span class="ui">Start Date,</span> 
                                            and <span class="ui">End Date</span>.</p>
                                        <p>The date format should be month/day/year (for example, 8/2/2009).</p>
                                    </li>
                                    <li>
                                        <p>Add a row for each time-off period.</p>
                                    </li>
                                </ol>
                            </li>
                            <li>
                                <p>Under <span class="ui">Holidays</span>, perform the following steps:</p>
                                <ol>
                                    <li>
                                        <p>Fill out the <span class="ui">Description</span>, <span class="ui">Start Date</span>, and <span class="ui">End Date</span>.</p>
                                        <p>The date format should be month/day/year (for example, 8/2/2009).</p>
                                    </li>
                                    <li>
                                        <p>Add a row for each time off period.</p>
                                    </li>
                                </ol>
                                <p>Add any dates that fall within the planned iteration to the worksheet.</p>
                            </li>
                        </ol>
                    </div>
                </div>
                <a name="Capacity" />
                <h3 class="subHeading">Determining Team Capacity and Load Balancing Work</h3>
                <div class="subsection">
                    <p>Before you balance workload across team members, make sure that the following steps
                        have been completed:</p>
                    <ul>
                        <li>
                            <p>A value has been defined for the <span class="ui">Remaining Work</span> and <span
                                class="ui">Completed Work</span> for each task.</p>
                        </li>
                        <li>
                            <p>The <span class="ui">Iteration Path</span> is assigned to all tasks that the team
                                intends to complete for the current iteration that the team is planning. </p>
                        </li>
                        <li>
                            <p>Time off for each team member and the team is specified on the <span class="ui">Interruptions
                                </span> worksheet.</p>
                        </li>
                    </ul>
                    <h3 class="procedureSubHeading">To determine team capacity and balance workload across
                        the team</h3>
                    <div class="subSection">
                        <ol>
                            <li>
                                <p>In the Iteration Task Backlog workbook, click the <span class="ui">Capacity</span> worksheet.
                                </p>
                            </li>
                            <li>
                                <p>Under <span class="ui">Individual Capacity</span>, add each team member to the list,
                                    and specify the expected hours that each team member will work on the project each
                                    day.</p>
                                <p>The following fields should update automatically with information that is specific
                                    for each team member: </p>
                                <div class="caption"></div>
                                <div class="tableSection">
                                    <table width="50%" cellspacing="2" cellpadding="5" frame="lhs">
                                        <tr>
                                            <th>
                                                <p><span class="label">Column</span> </p>
                                            </th>
                                            <th>
                                                <p><span class="label">Description</span> </p>
                                            </th>
                                        </tr>
                                        <tr>
                                            <td>
                                                <p><span class="ui">Days</span> </p>
                                            </td>
                                            <td>
                                                <p>The number of working days during the iteration.</p>
                                            </td>
                                        </tr>
                                        <tr>
                                            <td>
                                                <p><span class="ui">Capacity</span> </p>
                                            </td>
                                            <td>
                                                <p>The total number of working hours left for the iteration. This value is calculated
                                                    based on the length of the iteration as defined in the <span class="ui">Settings
                                                    </span> worksheet, the current date (which indicates how many days are left in the
                                                    iteration), and the hours per day that is specified for the team member.</p>
                                                <div class="alert">
                                                    <table width="100%" cellspacing="0" cellpadding="0">
                                                        <tr>
                                                            <th align="left">
                                                                <img class="note" alt="Important note" title="Important note" src="../icons/alert_caution.gif" /><b>Important
                                                                </b></th>
                                                        </tr>
                                                        <tr>
                                                            <td>
                                                                <p>You cannot plan work that is in the past. The cells in the <span class="ui">Capacity
                                                                    </span> column reference the dates on the <span class="ui">Settings </span> worksheet
                                                                    and the current date when calculating capacity. </p>
                                                            </td>
                                                        </tr>
                                                    </table>
                                                </div>
                                            </td>
                                        </tr>
                                        <tr>
                                            <td>
                                                <p><span class="ui">Assigned</span> </p>
                                            </td>
                                            <td>
                                                <p>The total number of hours that are assigned for the iteration. This number is a rollup
                                                    of all the <span class="ui">Remaining Work </span> hours that are assigned to tasks.
                                                </p>
                                            </td>
                                        </tr>
                                        <tr>
                                            <td>
                                                <p><span class="ui">Utilized</span> </p>
                                            </td>
                                            <td>
                                                <p>The total number of hours of the team member's capacity that are allocated. This
                                                    number is a roll up of all the <span class="ui">Remaining Work </span> hours of tasks
                                                    that are assigned to that team member, but the number cannot exceed the team member's
                                                    capacity. </p>
                                            </td>
                                        </tr>
                                        <tr>
                                            <td>
                                                <p><span class="ui">Over</span> </p>
                                            </td>
                                            <td>
                                                <p>The number of hours by which the team member is overallocated. This number is calculated
                                                    by subtracting the <span class="ui">Capacity</span> from <span class="ui">Assigned
                                                    </span> hours.</p>
                                            </td>
                                        </tr>
                                        <tr>
                                            <td>
                                                <p><span class="ui">Under</span> </p>
                                            </td>
                                            <td>
                                                <p>The number of hours that the team member has to work on the project but that are
                                                    not being used. This number is calculated by subtracting the <span class="ui">Utilized
                                                    </span> from <span class="ui">Capacity </span> hours.</p>
                                            </td>
                                        </tr>
                                    </table>
                                </div>
                            </li>
                            <li>
                                <p>Review the <span class="ui">Team Capacity</span> chart, and determine whether the
                                    team is over or under utilized. The ideal chart will show close to 100% <span class="ui">
                                        Utilized</span>, with no red bar showing <span class="ui">Over</span> utilization
                                    and a small green bar that shows <span class="ui">Under</span> utilization. For an
                                    example, see the following illustration:</p>
                                <img alt="Team Capacity" src="../art/ProcGuid_IterationBacklog_TeamCapacity.png" /><p>
                                    To correct for over or under utilization, perform one of the following actions:
                                </p>
                                <ul>
                                    <li>
                                        <p>If the team is over-utilized, click the <span class="ui">Iteration Task Backlog</span> 
                                            worksheet, and reassign some tasks to a later iteration.</p>
                                    </li>
                                    <li>
                                        <p>If the team is under utilized, open the Product Backlog workbook, and reassign some
                                            use cases and tasks to the iteration that you are planning. Refresh the <span
                                                class="ui">Iteration Task Backlog </span> worksheet to show the newly assigned tasks.
                                        </p>
                                    </li>
                                </ul>
                                <p>Make these adjustments before balancing workload across team members.</p>
                            </li>
                            <li>
                                <p>Review the <span class="ui">Individual Capacity </span> chart, and identify team members
                                    who are over and under allocated. </p>
                                <p>As the following illustration shows, one team member is over allocated, and three
                                    team members are under allocated. </p>
                                <img alt="Over and under allocated capacity" src="../art/ProcGuid_IterationBacklog_CapacityU_Wrkbk.png" />
                            </li>
                            <li>
                                <p>Click the <span class="ui">Iteration Task Backlog </span> worksheet, and take the following
                                    actions:</p>
                                <ul>
                                    <li>
                                        <p>Determine how to reassign work to use resources effectively, with no one over allocated
                                            and no one under allocated. </p>
                                    </li>
                                    <li>
                                        <p>Discuss with the team which tasks are most appropriate to reassign. </p>
                                    </li>
                                    <li>
                                        <p>Change the assignment for tasks to be reassigned. Repeat this step until no team
                                            member is over allocated or under allocated. </p>
                                    </li>
                                </ul>
                                <p>The following illustration shows how the workload has been balanced across the four
                                    team members. </p>
                                <img alt="Load balanced capacity" src="../art/ProcGuid_IterationBacklog_CapacityB_Wrkbk.png" />
                            </li>
                            <li>
                                <p>Save the workbook.</p>
                            </li>
                        </ol>
                    </div>
                </div>
                <a name="Burndown" />
                <h3 class="subHeading">Visualizing the Burndown</h3>
                <div class="subsection">
                    <p>The data that appears in the <span class="ui">Burndown</span> worksheet is derived
                        from the data warehouse. </p>
                    <div class="alert">
                        <table width="100%" cellspacing="0" cellpadding="0">
                            <tr>
                                <th align="left">
                                    <img class="note" alt="Note" title="Note" src="../icons/alert_note.gif" /><b>Note
                                    </b></th>
                            </tr>
                            <tr>
                                <td>
                                    <p>The <span class="ui">Burndown</span> worksheet requires that the team project collection
                                        where your team project is stored was provisioned with SQL Server Analysis Services.
                                    </p>
                                </td>
                            </tr>
                        </table>
                    </div>
                    <h3 class="procedureSubHeading">To visualize the burndown for the iteration</h3>
                    <div class="subSection">
                        <ol>
                            <li>
                                <p>In the Iteration Task Backlog workbook, click the <span class="ui">Burndown </span> worksheet.
                                </p>
                            </li>
                            <li>
                                <p>Click the cell next to <span class="ui">Trend Start Date</span>, and type the date
                                    that you want to start the iteration in month/day/year format (for example, 8/2/2009).
                                </p>
                            </li>
                            <li>
                                <p>Click <span class="ui">Update now</span>. </p>
                                <p>The chart updates with data that is stored in the data warehouse. </p>
                                <div class="alert">
                                    <table width="100%" cellspacing="0" cellpadding="0">
                                        <tr>
                                            <th align="left">
                                                <img class="note" alt="Note" title="Note" src="../icons/alert_note.gif" /><b>Note
                                                </b></th>
                                        </tr>
                                        <tr>
                                            <td>
                                                <p>You might experience a delay between the time when you updated the effort fields
                                                    for tasks and when that data is available from the data warehouse. </p>
                                            </td>
                                        </tr>
                                    </table>
                                </div>
                                <p>The <span class="ui">Ideal Trend </span> line calculates a slope or trajectory for
                                    when work will be completed based on the trend start date, the amount of work remaining,
                                    and the end date for the iteration. </p>
                            </li>
                            <li>
                                <p>(Optional) To visualize the burndown based on different trend start dates, you can
                                    select the <span class="ui">Automatic Chart Update </span> check box. </p>
                                <p>The chart will be refreshed every time that you change <span class="ui">Trend Start
                                    Date</span>. </p>
                            </li>
                        </ol>
                    </div>
                </div>
            </div>
            <a name="Track" />
            <h1 class="heading"><span onclick="ExpandCollapse(sectionToggle4)" style="cursor: default;"
                onkeypress="ExpandCollapse_CheckKey(sectionToggle4, event)" tabindex="0">
                <img id="sectionToggle4" class="toggle" name="toggleSwitch" src="../icons/collapse_all.gif" />Tracking
                the Progress of the Iteration</span> </h1>
            <div id="sectionSection4" class="section" name="collapseableSection" style="">
                <p>After the iteration is underway, you can use the Iteration Task Backlog workbook to determine
                    whether the team is on track to completing the work. To track progress, each team
                    member must update the <span class="ui">Completed Work </span> and <span class="ui">Remaining
                        Work </span> for each task. </p>
                <div class="alert">
                    <table width="100%" cellspacing="0" cellpadding="0">
                        <tr>
                            <th align="left">
                                <img class="note" alt="Note" title="Note" src="../icons/alert_note.gif" /><b>Note
                                </b></th>
                        </tr>
                        <tr>
                            <td>
                                <p>In addition to the <span class="ui">Burndown</span> worksheet, you can view the rate
                                    at which the team is progressing and determine the team burn rate by viewing the
                                    Burndown and Burn Rate report. For more information, see <span sdata="link"><a href="BurndownandBurnRateReportGovDev.html">
                                        Burndown and Burn Rate Report (GovDev)</a></span>.</p>
                            </td>
                        </tr>
                    </table>
                </div>
                <h3 class="procedureSubHeading">To track the progress of the iteration</h3>
                <div class="subSection">
                    <ol>
                        <li>
                            <p>Open the Iteration Task Backlog workbook, and then click the <span class="ui">Burndown
                                </span> worksheet.</p>
                        </li>
                        <li>
                            <p>Click <span class="ui">Update now</span>. </p>
                        </li>
                        <li>
                            <p>Review the rate of work that the team is completing and the work that is still remaining.
                                The <span class="ui">Ideal Trend</span>  line should be above the blue area, which
                                indicates that work is progressing as expected. The following illustration shows
                                a healthy burndown chart:</p>
                            <img alt="Healthy burndown chart" src="../art/ProcGuid_IterationBacklog_Wrkbk_Burndown.png" />
                        </li>
                    </ol>
                </div>
            </div>
            <a name="Add" />
            <h1 class="heading"><span onclick="ExpandCollapse(sectionToggle5)" style="cursor: default;"
                onkeypress="ExpandCollapse_CheckKey(sectionToggle5, event)" tabindex="0">
                <img id="sectionToggle5" class="toggle" name="toggleSwitch" src="../icons/collapse_all.gif" />Adding
                Use Cases and Tasks to the Iteration Task Backlog</span> </h1>
            <div id="sectionSection5" class="section" name="collapseableSection" style="">
                <p>You can create use cases and tasks by adding them to the Iteration Task Backlog workbook
                    and publishing the workbook to the database for tracking work items. For more information
                    about how to modify work items by using Office Excel, see <span sdata="link"><a href="http://msdn.microsoft.com/library/f12ae7e2-1893-4386-9a9b-f0e699a2ccad">
                        Performing Top-Down Planning Using a Tree List of Work Items (In Excel)</a></span>.</p>
                <h3 class="procedureSubHeading">To add use cases and tasks to the iteration task backlog
                </h3>
                <div class="subSection">
                    <ol>
                        <li>
                            <p>In Office Excel, open your iteration-specific workbook. </p>
                        </li>
                        <li>
                            <p>If you have opened a saved workbook, on the <span class="ui">Team</span> tab, in the
                                <span class="ui">Work Items</span>  group, click <span class="ui">Refresh</span>.
                            </p>
                            <p>This step helps make sure that the list of use cases and tasks contains the most
                                current information.</p>
                        </li>
                        <li>
                            <p>For each use case that you want to add, click the row at the bottom of the list,
                                and specify the following information for each use case that you want to add:
                            </p>
                            <ul>
                                <li>
                                    <p>In the <span class="ui">Work Item Type</span> list, click <span class="ui">Use Case
                                        </span>.</p>
                                    <div class="alert">
                                        <table width="100%" cellspacing="0" cellpadding="0">
                                            <tr>
                                                <th align="left">
                                                    <img class="note" alt="Note" title="Note" src="../icons/alert_note.gif" /><b>Note
                                                    </b></th>
                                            </tr>
                                            <tr>
                                                <td>
                                                    <p>You must specify the type of work item that you want to add before you can publish
                                                        it.</p>
                                                </td>
                                            </tr>
                                        </table>
                                    </div>
                                </li>
                                <li>
                                    <p>In <span class="ui">Title</span>, type text that identifies the customer as specifically
                                        as possible and describes the customer's goal at a high level.</p>
                                </li>
                                <li>
                                    <p>In <span class="ui">Iteration</span>, click the iteration that is set for this workbook.
                                    </p>
                                    <p>Click a different iteration if the work is to be performed in another iteration.
                                    </p>
                                </li>
                            </ul>
                        </li>
                        <li>
                            <p>For each task that you want to add, insert a row after the use case, and specify
                                the following information:</p>
                            <ul>
                                <li>
                                    <p>In the <span class="ui">Work Item Type</span>  list, click <span class="ui">Task</span>.</p>
                                </li>
                                <li>
                                    <p>In <span class="ui">Title 2</span>, type an entry that identifies the customer as
                                        specifically as possible and describes the customer's goal at a high level.</p>
                                    <div class="alert">
                                        <table width="100%" cellspacing="0" cellpadding="0">
                                            <tr>
                                                <th align="left">
                                                    <img class="note" alt="Note" title="Note" src="../icons/alert_note.gif" /><b>Note
                                                    </b></th>
                                            </tr>
                                            <tr>
                                                <td>
                                                    <p>Make sure that you type the task title in the <span class="ui">Title 2</span>  column.
                                                        This step creates a link between the use case and the task when the workbook is
                                                        published. </p>
                                                </td>
                                            </tr>
                                        </table>
                                    </div>
                                </li>
                                <li>
                                    <p>In <span class="ui">Iteration</span>, click the iteration that is set for this workbook.
                                    </p>
                                    <p>Click a different iteration if the work is to be performed in another iteration.
                                    </p>
                                </li>
                            </ul>
                        </li>
                        <li>
                            <p>(Optional) Specify information for the following task fields: </p>
                            <div class="caption"></div>
                            <div class="tableSection">
                                <table width="50%" cellspacing="2" cellpadding="5" frame="lhs">
                                    <tr>
                                        <th>
                                            <p><span class="label">Field Name</span> </p>
                                        </th>
                                        <th>
                                            <p><span class="label">Description</span> </p>
                                        </th>
                                    </tr>
                                    <tr>
                                        <td>
                                            <p><span class="ui">Activity</span> </p>
                                        </td>
                                        <td>
                                            <p>The type of activity that is required to perform a task.</p>
                                        </td>
                                    </tr>
                                    <tr>
                                        <td>
                                            <p><span class="ui">Original Estimate</span> </p>
                                        </td>
                                        <td>
                                            <p>The number of hours that are required to complete a task.</p>
                                        </td>
                                    </tr>
                                    <tr>
                                        <td>
                                            <p><span class="ui">Remaining</span> </p>
                                        </td>
                                        <td>
                                            <p>The number of hours that remain to finish the task.</p>
                                        </td>
                                    </tr>
                                    <tr>
                                        <td>
                                            <p><span class="ui">Completed</span> </p>
                                        </td>
                                        <td>
                                            <p>The number of hours that have already been spent working on a task.</p>
                                        </td>
                                    </tr>
                                </table>
                            </div>
                            <div class="alert">
                                <table width="100%" cellspacing="0" cellpadding="0">
                                    <tr>
                                        <th align="left">
                                            <img class="note" alt="Note" title="Note" src="../icons/alert_note.gif" /><b>Note
                                            </b></th>
                                    </tr>
                                    <tr>
                                        <td>
                                            <p>Use the Excel editing features to change the values for multiple cells. For more
                                                information about how to modify cells in a worksheet, see topics about how to specify
                                                and edit data in the Help for Microsoft Excel.</p>
                                        </td>
                                    </tr>
                                </table>
                            </div>
                        </li>
                        <li>
                            <p>(Optional) Add information to the remaining fields as appropriate.</p>
                            <p>For more information about each field, see <span sdata="link">
                                <a href="UseCaseGovDev.html">
                                Use Case (GovDev)</a></span>  or <span sdata="link"><a href="TaskGovDev.html">Task (GovDev)
                                    </a></span>.</p>
                        </li>
                        <li>
                            <p>(Optional) To show additional Team Foundation fields in the list, on the <span
                                class="ui">Team</span>  tab, in the <span class="ui">Work Items</span>  group, click
                                <span class="ui">Choose Columns</span>.</p>
                            <p>For more information, see <span sdata="link"><a href="http://msdn.microsoft.com/library/c425563e-dd9d-49ac-8444-02c5f34e028a">
                                Add or Remove Columns in a Work Item List</a></span>. </p>
                        </li>
                        <li>
                            <p>(Optional) Save the workbook.</p>
                            <p>You can later open the local copy of the workbook, refresh the list, and make additional
                                changes. You do not need to open the workbook from Team Explorer each time.</p>
                        </li>
                        <li>
                            <p>On the <span class="ui">Team</span>  tab, in the <span class="ui">Work Items</span> 
                                group, click <span class="ui">Publish</span>.</p>
                            <p>For more information, see <span sdata="link"><a href="http://msdn.microsoft.com/library/b4456d9b-9754-4e15-aa66-045b172aa3bd">
                                Publish Work Items in Office Excel</mshelp:link></span>.</p>
                        </li>
                    </ol>
                </div>
            </div>
            <a name="AdditionalResources" />
            <h1 class="heading"><span onclick="ExpandCollapse(sectionToggle6)" style="cursor: default;"
                onkeypress="ExpandCollapse_CheckKey(sectionToggle6, event)" tabindex="0">
                <img id="sectionToggle6" class="toggle" name="toggleSwitch" src="../icons/collapse_all.gif" />Additional
                Resources for Managing the Iteration Backlog</span> </h1>
            <div id="sectionSection6" class="section" name="collapseableSection" style="">
                <p>For information about how to modify use cases and tasks by using Microsoft Excel,
                    see the following topics: </p>
                <ul>
                    <li>
                        <p><span sdata="link"><a href="http://msdn.microsoft.com/library/f12ae7e2-1893-4386-9a9b-f0e699a2ccad">
                            Performing Top-Down Planning Using a Tree List of Work Items (In Excel)</mshelp:link>
                            </span> </p>
                    </li>
                    <li>
                        <p><span sdata="link"><a href="http://msdn.microsoft.com/library/bd661b9f-cddc-4b5f-a5e9-f14b714179ca">
                            Create, Open, and Modify Work Items Using Office Excel</a></span> </p>
                    </li>
                    <li>
                        <p><span sdata="link"><a href="http://msdn.microsoft.com/library/c425563e-dd9d-49ac-8444-02c5f34e028a">
                            Add or Remove Columns in a Work Item List</mshelp:link></span> </p>
                    </li>
                    <li>
                        <p><span sdata="link"><a href="http://msdn.microsoft.com/library/b4456d9b-9754-4e15-aa66-045b172aa3bd">
                            Publish Work Items in Office Excel</mshelp:link></span> </p>
                    </li>
                    <li>
                        <p><span sdata="link"><a href="http://msdn.microsoft.com/library/3060a8cd-702c-4be8-9c05-c14636a77d9b">
                            Connect a Microsoft Office Document to Team Foundation Server</a></span> </p>
                    </li>
                </ul>
            </div>
            <h1 class="heading"><span onclick="ExpandCollapse(seeAlsoToggle)" style="cursor: default;"
                onkeypress="ExpandCollapse_CheckKey(seeAlsoToggle, event)" tabindex="0">
                <img id="seeAlsoToggle" class="toggle" name="toggleSwitch" src="../icons/collapse_all.gif" />See
                Also</span> </h1>
            <div id="seeAlsoSection" class="section" name="collapseableSection" style="">
                <h4 class="subHeading">Concepts</h4>
                <div class="seeAlsoStyle"><span sdata="link"><a href="AgilePrinciplesandValuesbyJeffSutherland.html">
                    Agile Principles and Values, by Jeff Sutherland</a></span> </div>
                <div class="seeAlsoStyle"><span sdata="link"><a href="SprintPlanningMeeting.html">Sprint
                    Planning Meeting</a></span> </div>
                <div class="seeAlsoStyle"><span sdata="link"><a href="UseCasePlanningWorkbook.html">
                    Use Case Planning Workbook</a></span> </div>
                <div class="seeAlsoStyle"><span sdata="link"><a href="UseCaseGovDev.html">Use Case
                    (GovDev)</a></span> </div>
                <div class="seeAlsoStyle"><span sdata="link"><a href="WorkbooksGovDev.html">Workbooks
                    (GovDev)</a></span> </div>
                <h4 class="subHeading">Other Resources</h4>
                <div class="seeAlsoStyle"><span sdata="link"><a href="http://msdn.microsoft.com/library/5b6e2120-0474-4348-8d4a-71ea7ea976f6">
                    Rank the Product Backlog</a></span> </div>
            </div>
        </div>
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